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ICA Group Wealth Management’s HBT Financial HBT Stock Holding History

ICA Group Wealth Management’s Portfolio HBT Stock Details HBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$4.08K Hold
200
– – ﹤0.01% 606
2024
Q1 		$3.81K Hold
200
– – ﹤0.01% 1087
2023
Q4 		$4.22K Buy
+200
New +$3.84K ﹤0.01% 1058
2023
Q3 		– Sell
-200
Closed -$3.69K – 640
2023
Q2 		$3.69K Buy
+200
New +$3.66K ﹤0.01% 1040

Other funds holding HBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

ICA Group Wealth Management's HBT Position: Q2 2024 in Review

ICA Group Wealth Management held its HBT Financial (HBT) position steady in Q2 2024 at 200 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

ICA Group Wealth Management first reported a position in HBT in Q2 2023 and has held it in 4 quarters since. The position peaked at $4.22K in Q4 2023. 84 funds tracked by Wall St. Rank hold HBT as of Q2 2024.

  • ICA Group Wealth Management held 200 shares of HBT Financial worth $4.08K as of Q2 2024.
  • ICA Group Wealth Management left its HBT Financial share count unchanged in Q2 2024.
  • HBT Financial made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #606 holding.
  • ICA Group Wealth Management first reported a position in HBT Financial in Q2 2023 and has held it in 4 quarters since.
  • ICA Group Wealth Management's HBT Financial position peaked at $4.22K in Q4 2023.
  • 84 funds tracked by Wall St. Rank held HBT Financial as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.